Job Description
Paraplanner
Location: Bristol
Contract: Permanent
Rate: £38,000 - £50,000 Per Annum
Start date: Flexible
*Hybrid Working*
Contact: miraj.hussen@servicecare.org.uk
Job Description
Service Care Solutions is delighted to be recruiting on behalf of a well-regarded financial advisory firm in Bristol, seeking a dedicated and detail-oriented Paraplanner to join their team. This role is ideal for a candidate with a strong background in financial planning, excellent analytical skills, and a client-centered approach. As a key member of the team, you’ll conduct comprehensive financial research, support Financial Planners in client meetings, and manage client portfolios to ensure optimal performance. If you have a passion for delivering exceptional client service and a solid understanding of the financial planning landscape, this could be the perfect opportunity for you.
Main responsibilities
1. Perform comprehensive financial analysis and research to develop personalized planning strategies and oversee their successful execution.
2. Manage and review client portfolios, ensuring alignment with set benchmarks, timely rebalancing, and ongoing portfolio optimization.
3. Participate in client meetings alongside Financial Planners, building stro...